EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$14.6M
3
+$10.7M
4
WM icon
Waste Management
WM
+$10.2M
5
VZ icon
Verizon
VZ
+$10.1M

Top Sells

1
+$4.39M
2
+$4.3M
3
+$3.94M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.74M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.09M

Sector Composition

1 Financials 5.12%
2 Technology 3.61%
3 Communication Services 3.6%
4 Industrials 1.69%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$105K 0.01%
1,768
277
$104K 0.01%
475
-13
278
$104K 0.01%
2,400
279
$103K 0.01%
1,292
-65
280
$103K 0.01%
1,698
-6
281
$102K 0.01%
2,576
-59
282
$101K 0.01%
2,152
283
$100K 0.01%
4,000
284
$100K 0.01%
1,077
285
$99K 0.01%
3,500
286
$98K 0.01%
+1,800
287
$98K 0.01%
1,220
288
$97K 0.01%
3,188
-25
289
$96K 0.01%
2,233
290
$95K 0.01%
1,031
291
$93K 0.01%
588
-43
292
$93K 0.01%
1,491
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293
$93K 0.01%
63
294
$93K 0.01%
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295
$93K 0.01%
7,020
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296
$92K 0.01%
9,134
-43
297
$88K 0.01%
3,070
-47
298
$88K 0.01%
1,012
-11
299
$87K 0.01%
619
+136
300
$87K 0.01%
2,989
-12
10 11
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